Financial Support Built for Business Owners
Accountants, but not the boring type. English Oak Financial gives growing businesses the clarity, support and expertise they need at every stage of growth.
Schedule ConsultationFinancial support built for business owners
English Oak Financial was created with a simple belief: business owners should get more from their financial partner than accurate books and a tax return once a year.
As a business grows, so does the financial complexity behind it. Cash flow, profitability, margins, costs and major financial decisions all become increasingly important.
That’s where we come in.
Based in Lehi, Utah, English Oak Financial provides Bookkeeping, Fractional Financial Controller and Fractional CFO & Advisory services to growing businesses across Utah.
Our goal is to give business owners the financial clarity, support and expertise they need at every stage of growth.
Accounting without the accounting jargon
Financial information should make your business easier to understand, not more complicated.
We explain things in plain English, focus on the numbers that actually matter and help you understand what those numbers mean for your business.
We don’t want to simply send you a financial report every month. We want you to understand it.
Whether we’re keeping your books up to date, managing your finance function, building a forecast or helping evaluate a major business decision, our approach is practical, straightforward and commercially focused.
Experience from both sides of the desk
English Oak Financial was founded by Jake McKenna, a British finance professional and entrepreneur with 15+ years’ experience in finance, including Group Finance Director at 28.
Jake began his career in the UK and progressed to Group Finance Director.
As Group Finance Director he led a combined finance and IT team of 21 people.
He reduced the month-end reporting and close process from 15 working days to 5.
He also founded ATP Accounting Ltd and later sold the firm.
Having worked as a finance leader and as the founder of his own firm, Jake brings a practical perspective to every client relationship.
Qualifications
Jake is a CIMA Chartered Management Accountant (qualified 2018) and holds ACMA and CGMA status. CGMA is awarded jointly by CIMA and the AICPA. He is also AAT-qualified (2013) and a full member of AAT (MAAT). He does not hold a US CPA licence.
Awarded the CIMA Management/Gateway Prize for fourth place in the world in the May 2016 Management/Gateway examination.
Who does the work
Jake personally leads every CFO engagement. He oversees all client work, and everything is reviewed by him before it reaches the client.
Today, that British financial experience and entrepreneurial background sit at the heart of English Oak Financial, combining strong financial expertise with first-hand experience of running a finance function and founding a firm.
Who we work with
English Oak Financial works with start-ups and small, growing businesses in most industries. We don’t work with not-for-profit organizations.
People usually come to us for one of these reasons:
- You don’t have the time to keep on top of the books yourself.
- You don’t fully understand your numbers and want someone to explain them.
- Your bookkeeping has fallen behind.
- A previous accountant let you down.
- Your current accountant or finance provider is retiring.
Our approach: straightforward, responsive, useful
We keep things simple. Be responsive. Be straightforward. Understand the business. Know the numbers. Provide advice that is actually useful.
We’re not interested in making finance sound more complicated than it needs to be. We want our clients to have confidence in their numbers, understand their financial position and know they have someone they can call when they need help.
More than a service provider
Strong financial support is about more than completing tasks and producing reports. It’s about understanding the business behind the numbers, recognizing where things can improve and being there when important decisions need to be made.
Whether we’re keeping your books in order, strengthening your finance function or helping you plan your next stage of growth, our goal is to become a financial partner you can rely on for the long term.
Let’s build something strong
Good businesses deserve good numbers and great businesses know how to use them. Schedule a free introductory consultation and tell us what you need.
Schedule Consultation